Mining
Commented by André Will-Laudien on February 27th, 2025 | 15:25 CET
NASDAQ rally continues! Now betting on AI with SMCI, Palantir, Nova Pacific Metals, and Microsoft
After a brief consolidation, the rally is continuing, but volatility is increasing. Alongside armaments, the topic of artificial intelligence (AI) remains a key driver of investor imagination. AI has rapidly advanced in recent years and is now an integral part of many areas of daily life. From personalized recommendations on streaming platforms to voice assistants and autonomous vehicles, AI technologies are already shaping numerous industries and parts of societal life. Particularly in the areas of healthcare, finance, manufacturing, and mobility, AI is opening up innovative solutions that increase efficiency and create new opportunities. Some companies are calling the shots. We offer a selective insight.
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Commented by Juliane Zielonka on February 27th, 2025 | 07:20 CET
Copper as the key: Siemens Energy, Benton Resources, and Hensoldt are shaping the energy transition and security
Copper is a key factor in shaping the energy transition and security. The green transformation, in particular, is increasing demand. Siemens Energy is driving sustainable electrification and uses recycled material for circuit breakers in its energy transition products - a small step with a big impact. The Company is strengthening its market position in the circular economy and securing a billion-dollar order volume. The Canadian mineral exploration company Benton Resources is profiting from the raw materials boom and expanding its copper deposits in the Great Burnt project in Canada. Experts predict an imminent copper shortage due to the energy transition. Benton Resources can now position itself as a future supplier for this industry. Hensoldt, a specialist in sensor technologies in defense and aerospace, is deepening its drone expertise by cooperating with QinetiQ, thus ensuring geopolitical stability. Read on to find out how these companies combine sustainability, raw materials, and defense.
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Commented by Fabian Lorenz on February 27th, 2025 | 07:10 CET
Elon Musk, Donald Trump, and the GOLD MARKET! Barrick Gold and First Nordic Metals are rising! Even Novo Nordisk shares are in a gold rush!
No gold in Fort Knox? This crazy theory is currently being fueled by Donald Trump and Elon Musk. To uncover the secrets of the US gold reserve location, the two best friends plan to visit the site in person soon. Meanwhile, price targets of USD 3,500 for the precious metal are doing the rounds. Even Barrick Gold's stock is rising! Can the giant really solve a big problem? First Nordic Metals appears to be a more promising gold investment. The Company is focused on the European gold mining region of the future. The stock is only just being discovered by the capital market, and it is showing a lot of momentum. Novo Nordisk is also part of the "gold rush". The Norwegians are making billions with their weight loss injection. Problems at a competitor are causing a price jump.
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Commented by Juliane Zielonka on February 26th, 2025 | 07:20 CET
Desert Gold, Barrick, D-Wave: Mining meets future technology – A new chapter in resource extraction
The current developments around the US gold reserves in Fort Knox, which, at 147.3 million troy ounces, represent a market value of around USD 434 billion, are attracting international attention. In particular, President Trump's announcement that he will personally inspect the holdings highlights the political dimension of the precious metal. The BRICS countries are seeking a gold-backed currency to reduce their dependence on the US dollar. This could significantly increase demand for gold from African countries. Desert Gold Ventures presents promising new drilling data from its West African gold project with impressive gold grades at Mogoyafara South. Top dog Barrick Gold settles its conflict with the Malian government and, despite challenges, posts record profits of USD 2.14 billion in 2024. D-Wave Quantum is targeting agriculture and developing autonomous field robots that could revolutionize agricultural processes. Exciting times for investors.
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Commented by Armin Schulz on February 25th, 2025 | 08:00 CET
Volkswagen, First Phosphate, Mercedes Benz – What is next for the German automotive industry after the BYD advance?
The global mobility industry is at a turning point: While the Chinese automotive giant BYD caused a stir this week with an AI-powered driving assistant, established players and niche players alike are fighting for their future viability. Whether in the race for clean drive technologies, strategic raw material partnerships, the integration of artificial intelligence, or higher margins – the challenges are diverse. In Germany, in particular, there is a sense of crisis. Therefore, we take a look at two major German automotive companies, as well as an important supplier of a critical raw material for e-mobility.
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Commented by Armin Schulz on February 25th, 2025 | 07:30 CET
Renk in the defense boom - Power Metallic Mines and BYD are also high flyers and uniquely positioned
In a world rapidly moving towards decarbonization, companies that have long operated in the shadow of well-known tech giants are suddenly in the spotlight. The EU's agreement on the Critical Raw Materials Act last year highlights how vital access to key resources and innovative manufacturing solutions has become. The stocks of the three companies presented here have one thing in common: they have risen significantly in recent weeks. Renk through high-precision technology for the defense and automotive industries, Power Metallic Mines through essential metals, and BYD through disruptive mobility concepts.
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Commented by André Will-Laudien on February 25th, 2025 | 07:15 CET
CDU wins, and the stock market celebrates! Caution with Nel ASA, First Nordic Metals, Xiaomi, and Agnico Eagle
In addition to the stock indices constantly reaching new highs, gold has also reached new record levels above USD 2,950. After the tech indices climbed to new highs during February, there is now a slight correction. No one is talking about a trend reversal yet, as buybacks are still too present. Top performers like Palantir and Nvidia may have to take a hit in the short term, while low-valued securities and defense stocks are currently in demand again. Rheinmetall remains the top share in the DAX 40 index, with a plus of over 800% since February 2022. This year, the value is once again excelling with an increase of more than 50%. We highlight some opportunities.
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Commented by Stefan Feulner on February 25th, 2025 | 07:00 CET
Rheinmetall, XXIX Metal, Newmont – The Merz trade is on
The traffic light coalition is history. Chancellor Olaf Scholz suffered a shipwreck and achieved the worst election result for the SPD in the post-war period. The new strong man at the helm, CDU frontman Friedrich Merz, already stated in advance that Germany would support Ukraine even more strongly, which means that armaments companies are likely to be among the long-term profiteers. The price of gold also performed strongly afterwards, heading towards the USD 3,000 per ounce mark. Copper could also continue its turnaround, benefiting undervalued producers and exploration companies.
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Commented by Fabian Lorenz on February 24th, 2025 | 07:10 CET
BUY RECOMMENDATION for Hensoldt! TUI with 60% upside potential! Resource Gem Nova Pacific Metals!
Analysts have recently declared a supercycle for the European defense industry. Regardless of who will govern Germany in the future, billions will flow into armaments. One profiteer is Hensoldt. Despite the strong performance, analysts recommend buying the stock. Nova Pacific Metals also appears attractive. The explorer is sitting on a treasure trove of raw materials and has just expanded its territory. The hidden gem not only benefits from the gold supercycle but also from a wide range of raw materials. Positive news flow should drive the share this year. And what is TUI doing? Is the tourism supercycle really over? "No," says a board member and buys shares. Experts see a 60% price opportunity!
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Commented by André Will-Laudien on February 24th, 2025 | 07:00 CET
Chancellor election 2025 - now it is getting exciting! Explosive news at Palantir, D-Wave, European Lithium, and SAP
Germany has voted. With 28% of the vote, the CDU leaves the field as the winner. However, difficult coalition talks will now follow. Those expecting a lot of "change" may still be disappointed because many urgent topics do not seem urgent enough yet. How the CDU will proceed with the blocking parties will become an exciting topic in the coming weeks. The stock market experienced a slight dip on Friday, indicating that investors, accustomed to a bull market, are shifting to the safe side before the election results are clear. After all, as of Friday, around 30% of eligible voters were still undecided. Some stocks should be on the radar, as significant movements are expected.
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